Filed: 8/14/2026ACC: 0001776588-26-000003
📋 What this filing means
MONOGRAPH WEALTH ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 143 equity positions with a total reported market value of $1.22B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
143
Positions
$1.22B
Total AUM (reported)
24.32M
Total Shares
Allocation by class
ETF$1.06B87.3%
COM$150.78M12.4%
COM CL A$1.13M0.1%
SHS CL A$1.11M0.1%
SPONSORED ADR$891.3K0.1%
CL A$255.3K0.0%
SHS$26.5K0.0%
Portfolio Concentration
Top 3$608.80M50.0%
4–10$287.07M23.6%
11–25$192.92M15.8%
Rest$129.02M10.6%
Top 3 weight
50.0%
Top 10 weight
73.6%
Voting Authority Distribution
Total shares with voting rights: 24.32M
Sole
Full voting authority
23.77M
shares
% of voting shares97.7%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
551.70K
shares
% of voting shares2.3%
Investment Discretion (by position count)
Sole143
Shared0
Other0
Dominant voting typeSole · 97.7% of voting shares
Institutional Holdings143
Rows:
DFA US Core Equity 2 ETF
SOLEShares7.07M
TypeSH
Market value$313.42M
25.74%
Sole
6.91M
Shared
0.00
None
155.16K
DFA World ex US Core Equity 2 ETF
SOLEShares6.49M
TypeSH
Market value$239.13M
19.64%
Sole
6.33M
Shared
0.00
None
161.96K
DFA US Marketwide Value ETF
SOLEShares1.02M
TypeSH
Market value$56.25M
4.62%
Sole
1.01M
Shared
0.00
None
10.83K
DFA US Targeted Value ETF
SOLEShares756.91K
TypeSH
Market value$52.91M
4.34%
Sole
734.46K
Shared
0.00
None
22.45K
DFA US Core Equity 1 ETF
SOLEShares567.40K
TypeSH
Market value$46.52M
3.82%
Sole
556.98K
Shared
0.00
None
10.42K
iShares Core S&P 500
SOLEShares56.04K
TypeSH
Market value$41.97M
3.45%
Sole
56.04K
Shared
0.00
None
0.00
iShares 1-5 Year Investment Grade Corporate Bond ETF
SOLEShares761.95K
TypeSH
Market value$39.93M
3.28%
Sole
749.72K
Shared
0.00
None
12.23K
DFA International Small Cap Value ETF
SOLEShares979.70K
TypeSH
Market value$39.32M
3.23%
Sole
963.92K
Shared
0.00
None
15.78K
DFA Emerging Markets Core Equity 2 ETF
SOLEShares912.43K
TypeSH
Market value$37.08M
3.04%
Sole
857.15K
Shared
0.00
None
55.28K
Apple
SOLEShares101.44K
TypeSH
Market value$29.35M
2.41%
Sole
101.19K
Shared
0.00
None
243.00
Cushman & Wakefield F
SOLEShares2.03M
TypeSH
Market value$27.22M
2.24%
Sole
2.03M
Shared
0.00
None
0.00
DFA US Small Cap ETF
SOLEShares286.22K
TypeSH
Market value$23.57M
1.94%
Sole
286.22K
Shared
0.00
None
0.00
Vanguard Short Term Treasury ETF IV
SOLEShares273.39K
TypeSH
Market value$15.91M
1.31%
Sole
254.54K
Shared
0.00
None
18.84K
Dimensional International Core Equity Market ETF
SOLEShares374.09K
TypeSH
Market value$15.43M
1.27%
Sole
374.09K
Shared
0.00
None
0.00
Vanguard Total Market Index ETF
SOLEShares41.22K
TypeSH
Market value$15.25M
1.25%
Sole
40.73K
Shared
0.00
None
480.00
Nvidia
SOLEShares72.13K
TypeSH
Market value$14.43M
1.19%
Sole
71.79K
Shared
0.00
None
336.00
DFA Intl Value ETF
SOLEShares241.23K
TypeSH
Market value$13.03M
1.07%
Sole
241.23K
Shared
0.00
None
0.00
DFA US Large Cap Value ETF
SOLEShares318.42K
TypeSH
Market value$12.59M
1.03%
Sole
318.42K
Shared
0.00
None
0.00
Alphabet Inc Cap STK
SOLEShares29.10K
TypeSH
Market value$10.40M
0.85%
Sole
29.05K
Shared
0.00
None
49.00
DFA Inflation Protected Securities ETF
SOLEShares237.16K
TypeSH
Market value$9.78M
0.80%
Sole
237.16K
Shared
0.00
None
0.00
Alphabet Inc Cap STK CL C
SOLEShares24.09K
TypeSH
Market value$8.51M
0.70%
Sole
24.09K
Shared
0.00
None
0.00
Kimberly-Clark
SOLEShares67.14K
TypeSH
Market value$7.46M
0.61%
Sole
27.23K
Shared
0.00
None
39.90K
Vanguard Small-Cap Value ETF
SOLEShares28.95K
TypeSH
Market value$7.03M
0.58%
Sole
27.46K
Shared
0.00
None
1.49K
Meta Platforms, Inc
SOLEShares11.08K
TypeSH
Market value$6.24M
0.51%
Sole
11.08K
Shared
0.00
None
0.00
DFA Intl Core Equity 2 ETF
SOLEShares162.74K
TypeSH
Market value$6.06M
0.50%
Sole
162.74K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DFA US Core Equity 2 ETFSOLE | ETF | 7.07M | SH | $313.42M 25.74% | 6.91M | 0.00 | 155.16K |
DFA World ex US Core Equity 2 ETFSOLE | ETF | 6.49M | SH | $239.13M 19.64% | 6.33M | 0.00 | 161.96K |
DFA US Marketwide Value ETFSOLE | ETF | 1.02M | SH | $56.25M 4.62% | 1.01M | 0.00 | 10.83K |
DFA US Targeted Value ETFSOLE | ETF | 756.91K | SH | $52.91M 4.34% | 734.46K | 0.00 | 22.45K |
DFA US Core Equity 1 ETFSOLE | ETF | 567.40K | SH | $46.52M 3.82% | 556.98K | 0.00 | 10.42K |
iShares Core S&P 500SOLE | ETF | 56.04K | SH | $41.97M 3.45% | 56.04K | 0.00 | 0.00 |
iShares 1-5 Year Investment Grade Corporate Bond ETFSOLE | ETF | 761.95K | SH | $39.93M 3.28% | 749.72K | 0.00 | 12.23K |
DFA International Small Cap Value ETFSOLE | ETF | 979.70K | SH | $39.32M 3.23% | 963.92K | 0.00 | 15.78K |
DFA Emerging Markets Core Equity 2 ETFSOLE | ETF | 912.43K | SH | $37.08M 3.04% | 857.15K | 0.00 | 55.28K |
AppleSOLE | COM | 101.44K | SH | $29.35M 2.41% | 101.19K | 0.00 | 243.00 |
Cushman & Wakefield FSOLE | COM | 2.03M | SH | $27.22M 2.24% | 2.03M | 0.00 | 0.00 |
DFA US Small Cap ETFSOLE | ETF | 286.22K | SH | $23.57M 1.94% | 286.22K | 0.00 | 0.00 |
Vanguard Short Term Treasury ETF IVSOLE | ETF | 273.39K | SH | $15.91M 1.31% | 254.54K | 0.00 | 18.84K |
Dimensional International Core Equity Market ETFSOLE | ETF | 374.09K | SH | $15.43M 1.27% | 374.09K | 0.00 | 0.00 |
Vanguard Total Market Index ETFSOLE | ETF | 41.22K | SH | $15.25M 1.25% | 40.73K | 0.00 | 480.00 |
NvidiaSOLE | COM | 72.13K | SH | $14.43M 1.19% | 71.79K | 0.00 | 336.00 |
DFA Intl Value ETFSOLE | ETF | 241.23K | SH | $13.03M 1.07% | 241.23K | 0.00 | 0.00 |
DFA US Large Cap Value ETFSOLE | ETF | 318.42K | SH | $12.59M 1.03% | 318.42K | 0.00 | 0.00 |
Alphabet Inc Cap STKSOLE | COM | 29.10K | SH | $10.40M 0.85% | 29.05K | 0.00 | 49.00 |
DFA Inflation Protected Securities ETFSOLE | ETF | 237.16K | SH | $9.78M 0.80% | 237.16K | 0.00 | 0.00 |
Alphabet Inc Cap STK CL CSOLE | COM | 24.09K | SH | $8.51M 0.70% | 24.09K | 0.00 | 0.00 |
Kimberly-ClarkSOLE | COM | 67.14K | SH | $7.46M 0.61% | 27.23K | 0.00 | 39.90K |
Vanguard Small-Cap Value ETFSOLE | ETF | 28.95K | SH | $7.03M 0.58% | 27.46K | 0.00 | 1.49K |
Meta Platforms, IncSOLE | COM | 11.08K | SH | $6.24M 0.51% | 11.08K | 0.00 | 0.00 |
DFA Intl Core Equity 2 ETFSOLE | ETF | 162.74K | SH | $6.06M 0.50% | 162.74K | 0.00 | 0.00 |
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